PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 8.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ISHS 5-10YR INVT | 1.02M | SH | $54.17M 9.23% | 0.00 | 0.00 | 1.02M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 71.32K | SH | $48.99M 8.35% | 0.00 | 0.00 | 71.32K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 600.45K | SH | $46.05M 7.85% | 0.00 | 0.00 | 600.45K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 864.80K | SH | $45.63M 7.78% | 0.00 | 0.00 | 864.80K |
SPDR SERIES TRUSTSOLE | ST STR RATE ETF | 930.04K | SH | $28.69M 4.89% | 0.00 | 0.00 | 930.04K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 806.14K | SH | $23.72M 4.04% | 0.00 | 0.00 | 806.14K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 201.15K | SH | $19.41M 3.31% | 0.00 | 0.00 | 201.15K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 327.60K | SH | $19.30M 3.29% | 0.00 | 0.00 | 327.60K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 182.17K | SH | $16.62M 2.83% | 0.00 | 0.00 | 182.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 133.05K | SH | $16.60M 2.83% | 0.00 | 0.00 | 133.05K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 409.53K | SH | $16.43M 2.80% | 0.00 | 0.00 | 409.53K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 23.36K | SH | $15.32M 2.61% | 0.00 | 0.00 | 23.36K |
ISHARES TRSOLE | GLOBAL ENERG ETF | 304.54K | SH | $14.96M 2.55% | 0.00 | 0.00 | 304.54K |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 92K | SH | $14.56M 2.48% | 0.00 | 0.00 | 92K |
AMERICAN EXPRESS COSOLE | COM | 35.05K | SH | $11.86M 2.02% | 0.00 | 0.00 | 35.05K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 426.56K | SH | $10.74M 1.83% | 0.00 | 0.00 | 426.56K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 122.93K | SH | $10.16M 1.73% | 0.00 | 0.00 | 122.93K |
NVIDIA CORPORATIONSOLE | COM | 49.75K | SH | $9.95M 1.70% | 0.00 | 0.00 | 49.75K |
APPLE INCSOLE | COM | 32.61K | SH | $9.43M 1.61% | 0.00 | 0.00 | 32.61K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.01K | SH | $9.11M 1.55% | 0.00 | 0.00 | 9.01K |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 245.41K | SH | $8.21M 1.40% | 0.00 | 0.00 | 245.41K |
ISHARES TRSOLE | S&P MC 400VL ETF | 54.92K | SH | $8.11M 1.38% | 0.00 | 0.00 | 54.92K |
PALO ALTO NETWORKS INCSOLE | COM | 23.60K | SH | $8.05M 1.37% | 0.00 | 0.00 | 23.60K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 69.66K | SH | $6.52M 1.11% | 0.00 | 0.00 | 69.66K |
META PLATFORMS INCSOLE | CL A | 11.11K | SH | $6.26M 1.07% | 0.00 | 0.00 | 11.11K |